Provident Trust Group, an Ascensus company, is a technology-enabled solutions provider that assists more than 34,000 Americans to save for the future. In 2008, we made a commitment to create a marketplace that offers innovative retirement plan solutions with an extraordinary customer experience. Since then, our clients have been enjoying the ease, efficiency, and effectiveness of our Online Portal. With new features and capabilities being launched so frequently, there might be some that clients don’t know about yet.
New Features & Capabilities
MAIN FEATURES INCLUDE:
- Ability to open accounts
- View account balances
- View list of holdings
- View transaction history
- Check the status of transactions
- Make a payment
- Access to tax-related documents
- Tax deadline alerts
- Real time information
Looking to Make Electronic Direction of Investments?
A Direction of Investment (DOI) is the form used, by a client, to direct Provident Trust Group to send funds to an investment they have selected. This form includes authorization for Provident Trust Group to execute purchase documents, direction on where and how to send funds and indicates the supporting documents needed for the purchase of an asset. The form requires general personal information, how the client would like to fund the transaction, and a description of the asset.
This can be done by clicking on the “Make an Investment (DOI)” button, in the drop-down menu on the left side of the Online Portal Dashboard. Follow the prompted steps and the progress during the process will be shown at the top of the screen. To give it a try today, register for the Online Portal Here!
Looking to Make Electronic Transfers?
A request for a Transfer or Conversion to an IRA (from a Traditional, Roth, or SIMPLE IRA) form is designed to assist the client in transferring or converting assets and/or funds from one IRA to another. An example of this is when a client would like to transfer funds from a Traditional IRA at a previous custodian to a Traditional IRA at Provident Trust Group.
This can be done by clicking on the “Transfer-In Funds” button, in the drop-down menu on the left side of the Online Portal Dashboard. Follow the prompted steps and the progress during the process will be shown at the top of the screen. To transfer funds to an IRA at Provident Trust Group, register for the Online Portal Here!
Looking for a More Efficient & Effective Way to Process Your Requests?
Our Online Portal now has the capability to upload documents. This can be used for your Deposit Submission Forms, Fair Market Value Forms, Rollover Certifications, and more to come. For example, if you would like to rollover funds from a Traditional IRA account held with an outside custodian to a Traditional IRA account held with Provident Trust Group, this document uploading system will ensure that your request gets to the right place in less time!
This can be done by clicking onto the account you would like to submit the document to. When you click the account, a drop-down menu will appear, then select “Upload a Document.” Drag and drop the file you wish to upload and follow the steps from there. To electronically upload a document through your Online Portal, Click Here!
In a world booming with technological advances, we understand the importance of building an Online Portal that will take the manual burdens out of processes and continue to improve them. This includes account opening, initiating investments, document management, list of holdings, transaction history, account balances, and more, all in real time. Provident Trust Group looks forward to making improvements and creating efficiencies for our clients. Get started and register for your Online Portal today, Click Here!
READY TO GET STARTED?
If you have any questions regarding our
Online Portal, please contact our dedicated
VIP Services Team at
(888) 855-9856 or firstname.lastname@example.org.